Who We Are.
Our team’s expertise and ability to help clients get “from here to there.”
What We Do.
Our process for helping people protect and grow our client's money
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Upcoming Events
We would like to offer you and a guest the opportunity to attend the Complimentary Educational Program presented by local FiveStar Wealth Manager and National Media Contributor, Michael Jankowski:
Tuesday, February 28, 2012 at 6:00 p.m. |
Wednesday, February 29, 2012 at 6:00 p.m. |
Being held at: Oak Brook Public Library
600 Oak Brook Road, Oak Brook, Illinois
Seating is limited so please guarantee your reservation today by registering by clicking on the “Event Registration” on the left.
HERE ARE SOME THINGS WE CAN DISCUSS AND OF COURSE, WHATEVER YOU WOULD LIKE TO BRING TO THE TABLE:
- Guaranteed retirement paychecks: Whether you are retired now or retiring in the next 10 years, learn how you can increase your financial certainty by creating a stream of guaranteed paychecks that will help prevent you from ever running out of money.
- Protection from unnecessary taxation: How to learn ways to maximize the transfer of your IRA’s, investments, and property to your family, and minimize the amount that is lost to the IRS, before it’s too late.
- Learn how to build a financial fortress: Special trusts that can protect your assets from probate, taxes, lawsuits, and creditors.
- Your IRA “Exit Strategy”: Your IRA (or other retirement plans like your 401k, 403b, etc.) represents your highest taxed asset. The government provides you a default exit strategy that often leads to hundreds of thousands of dollars in wasted tax payments. Learn tax-smart exit strategies that can save you significant money on your future tax returns. This is something your tax preparer will never tell you!
- Safe havens from market volatility: The worst mistake you can make is moving into bonds right now. Is gold or silver the right answer? You’ll learn about 3 different safe havens for today’s uncertain market conditions.
Michael Jankowski is a Registered Representative of LaSalle St. Securities LLC, a Registered Broker/Dealer and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC. LaSalle St. Investment Advisors LLC is affiliated with LaSalle St. Securities LLC. Senior Planning Network is not affiliated with LaSalle St. Securities LLC. Securities offered through LaSalle St. Securities LLC, member FINRA/SIPC.